See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $429,890 | $149,734+187.1% | $118,925+261.5% | $158,922+170.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.64% | 19.95%-8.3pp | 35.88%-24.2pp | 302.83%-291.2pp |
| Employer contribution / active EE | $18,218 | $4,115+342.7% | $3,263+458.4% | $4,761+282.6% |
| Participant deferral / active EE | $22,500 | $5,223+330.8% | $4,265+427.6% | $5,982+276.1% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |